MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $849M
1-Year Est. Return 9.23%
This Quarter Est. Return
1 Year Est. Return
+9.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$11.3M
3
+$6.77M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$6.01M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$5.71M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 0.94%
2 Healthcare 0.76%
3 Technology 0.69%
4 Consumer Discretionary 0.66%
5 Consumer Staples 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.11M 0.96%
+11,998
27
$1.04M 0.9%
+11,367
28
$1.01M 0.87%
+36,360
29
$918K 0.79%
+8,150
30
$872K 0.75%
+7,246
31
$854K 0.73%
+14,544
32
$739K 0.63%
+7,901
33
$732K 0.63%
+13,290
34
$731K 0.63%
+14,643
35
$597K 0.51%
+2,930
36
$504K 0.43%
+4,553
37
$475K 0.41%
+4,517
38
$450K 0.39%
+9,672
39
$423K 0.36%
+16,284
40
$422K 0.36%
+3,911
41
$407K 0.35%
+3,077
42
$325K 0.28%
+11,000
43
$294K 0.25%
+2,719
44
$281K 0.24%
+6,532
45
$279K 0.24%
+3,278
46
$269K 0.23%
+8,217
47
$252K 0.22%
+4,658
48
$242K 0.21%
+1,389
49
$240K 0.21%
+2,000
50
$230K 0.2%
+5,885
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